401(k) · DOL Form 5500 · 2024

Orthotic Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
172
Participants Small participant base
50th
Percentile by assets National rank
$43,943
Avg per participant Low balance/head
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Official DOL plan name: Orthotic Holdings, Inc. 401(k) Plan · Sponsored by Orthotic Holdings, Inc. · Arizona · Manufacturing

$8M in assets, 172 participants

Orthotic Holdings, Inc.'s Orthotic Holdings, Inc. 401(k) Plan reported $8M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,084 in Manufacturing (17,777 peers)

Coverage in Arizona

Orthotic Holdings, Inc. 401(k) Plan covers 172 participants in Arizona, about 31% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#6,084
in Manufacturing (17,777 peers)
+11.9%
assets growth YoY

Orthotic Holdings, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Orthotic Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,558,155 Top 50% higher than 50% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Orthotic Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthotic Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orthotic Holdings, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $801K in the plan year 2024 filing.
  • Orthotic Holdings, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Orthotic Holdings, Inc. 401(k) Plan reported participants rose from 159 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263487947 · Orthotic Holdings, Inc. PY 2024 · 401(k)

Orthotic Holdings, Inc. 401(k) Plan · $8M · 172 · 50th

  • EBSA $8M
  • PART 172
  • TYPE 50th
  • NET 401(k)
  • BOOK near Nuovo Pasta Production Ltd 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #6084

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Arizona →

Orthotic Holdings, Inc. 401(k) Plan in the asset neighbourhood

Orthotic Holdings, Inc. 401(k) PlanOrthotic Holdings, Inc. 401(…$8MNuovo Pasta Production Ltd 401(k) Profit Sharing Plan & TrustNuovo Pasta Production Ltd 4…$8MLumistry, Inc. 401(k) Plan$8MSaertex Retirement Plan$8MKawai America Corporation 401(k) Profit Sharing Plan and TrustKawai America Corporation 40…$8M
End-of-year total assets ($M) among Orthotic Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$801K
Employer EIN263487947
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthotic Holdings, Inc.)

Sponsor-wide plan assets over time

All Orthotic Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 32.38970961741244% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.71M $7.56M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 156 $6M
2023 1 159 $7M
2024 1 172 $8M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orthotic Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Orthotic Holdings, Inc. 401(k) Plan, Total assets ($B): 0.007558155 · Participants: 172Orthotic Holdings, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Orthotic Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Orthotic Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Orthotic Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Nuovo Pasta Production Ltd 401(k) Profit Sharing Plan & Trust in CT ($8M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orthotic Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Orthotic Holdings, Inc. 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $7M to $8M. Reported net income was $801K.
How have Orthotic Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthotic Holdings, Inc.'s sponsor-wide assets grew 32.4%, from $6M to $8M.
Which 401(k) plans are similar in size to Orthotic Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nuovo Pasta Production Ltd 401(k) Profit Sharing Plan & Trust in CT ($8M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Orthotic Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263487947.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.